FSA Wealth Management’s Safeguard Scientifics, Inc. SFE Stock Holding History

FSA Wealth Management’s Portfolio SFE Stock Details SFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$25	Buy	+27	New	+$25	﹤0.01%	570
2025 Q1	–	Sell	-27	Closed	-$24	–	542
2024 Q4	$24	Buy	+27	New	+$24	﹤0.01%	562
2024 Q1	$20	Hold	27	–	–	﹤0.01%	616
2023 Q4	$0	Buy	+27	New	+$27	﹤0.01%	604
2020 Q3	–	Sell	-27	Closed	–	–	382
2020 Q2	$0	Hold	27	–	–	﹤0.01%	428
2020 Q1	$0	Hold	27	–	–	﹤0.01%	459
2019 Q4	$0	Buy	+27	New	+$309	﹤0.01%	468

Other funds holding SFE

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

FSA Wealth Management's SFE Position: Q3 2025 in Review

FSA Wealth Management opened a new position in Safeguard Scientifics, Inc. (SFE) in Q3 2025: 27 shares worth $25. The stake represents ﹤0.01% of the portfolio and ranks #570 among its holdings. This is a return to the name: FSA Wealth Management previously reported a position in SFE as recently as Q4 2024.

FSA Wealth Management first reported a position in SFE in Q4 2019 and has held it in 7 quarters since. 2 funds tracked by Wall St. Rank hold SFE as of Q3 2025.

FSA Wealth Management held 27 shares of Safeguard Scientifics, Inc. worth $25 as of Q3 2025.
Safeguard Scientifics, Inc. was a new FSA Wealth Management position in Q3 2025.
Safeguard Scientifics, Inc. made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #570 holding.
FSA Wealth Management first reported a position in Safeguard Scientifics, Inc. in Q4 2019 and has held it in 7 quarters since.
2 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.